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As paraplanners, we have the power to transform retirement outcomes by understanding how product innovations can take these critical risks off the table. But are we truly using the full toolkit available to us? Or are we sticking with conventional approaches that might not deliver the stable, reliable income our clients need?
It matters because retirement planning has evolved beyond traditional drawdown strategies. The FCA expects us to distinguish between accumulation and decumulation approaches, and innovative product solutions now exist that can protect clients from running out of money.
This Assembly was the second part of our exploration into the retirement risk zone, focusing specifically on how product innovations can deliver better outcomes for your clients and featuring guest Connor Stewart from Standard Life in conversation with host Richard Allum.
Together, they explore what clients want from retirement, how regulatory expectations are driving change, and how you can use cutting-edge product solutions to deliver the security and growth your clients need.
This episode offers actionable insights into product innovations that can transform your retirement planning approach. You’ll understand how to match these solutions to specific client needs and circumstances, ensuring you can deliver genuinely tailored retirement strategies.
Here are useful links and downloads from this event. Standard Life have created a dedicated page for this event where you can access your CPD. Just follow the link.
CPD: Download your certificate
Watch the Replay of this Assembly at Crowdcast (with Chat)
Video: watch this Assembly at Vimeo (does not include Chat)
Web: Event page at paraplannersassembly.co.uk
Part one in this series
Web: Part one at paraplannersassembly.co.uk
Watch the Replay of part one at Crowdcast (with Chat)
Video: watch part one at Vimeo (does not include Chat)
Hosted on Acast. See acast.com/privacy for more information.
